Apple's self-developed data center chip AI strategy+iOS18 has just begun to emerge

Apple's self-developed data center chip AI strategy+iOS18 has just begun to emerge

On May 9th, foreign media reported that Apple will use self-developed data center chips this year to support AI functionality through both hardware and cloud devices. Thanks to this news, Apple's stock price surged to a single day high on Thursday, with a dividend of 1.00% to $184.57 per share. The stock has fallen 0.58% since the beginning of this year.
The report states that relatively simple artificial intelligence tasks can be handled by chips inside Apple devices. More complex tasks, such as generating images or summarizing lengthy news articles, and establishing lengthy replies in emails, may require cloud based methods, similar to the upgraded version of Apple Siri Voice Assistant.

Open AI plans to announce the launch of Google search competitors on Monday

According to the latest Reuters report, two insiders said that OpenAI plans to release a new artificial intelligence (AI) search engine product next Monday (May 13), the day before the annual Google I/O conference, and its competition with search engine king Google is expected to further escalate.
Bloomberg and The Information reported that OpenAI, supported by Microsoft, is developing a search product that could potentially collaborate with Alphabet Google and Perplexity, a financially strong AI search startup.
OpenAI launched the ChatGPT paid service last year, using Microsoft Bing as the search engine for ChatGPT prediction. At the same time, Google has also incorporated generative AI functionality into its search engines.
Lily's review: After its launch at the end of 2022, the number of ChatGPT users reached 100 million within two months, making it the fastest application in history to achieve this project's target. However, over the past year, ChatGPT's user visit performance has not been stable.
According to data from analysis company Similarweb, ChatGPT's global visitor volume has only recently returned to its peak in May 2023, and OpenAI is also facing enormous pressure in expanding its user base. The launch of new artificial intelligence search engine products clearly creates more paths for user growth.
Global smartphone Q1 shipments increased by 6%, with Apple ranking first in the market share above $800
According to data from international research firm Counterpoint, the global smartphone market grew by 6% year-on-year in the first quarter of 2024, with shipments reaching 296.9 million units. Samsung has replaced Apple as the world's largest smartphone manufacturer with a market share of 20%. The growth is mainly attributed to strong performance in key regions such as Europe, the Middle East, and Africa, as well as the Caribbean and Latin America.
In the first quarter of 2024, global smartphone revenue increased by 7% year-on-year, reaching a historic high. The price range above $800 has the fastest growth, with double-digit year-on-year growth, accounting for 18% of smartphone shipments in the first quarter of 2024 and a 2 percentage point increase compared to the first quarter of 2023. Apple leads the smartphone market in revenue with a 43% share, but its revenue has decreased by 11% year-on-year. Samsung's revenue increased by 2% year-on-year, thanks to the increase in its average selling price (ASP), while its shipment volume remained stable.
Lily's review: It is reported that Apple experienced a decline in sales in the Chinese market in the first quarter of 2024, while Huawei achieved huge profits in the Chinese market and snatched market share from top brands such as Apple and OPPO. Counterpoint analysts say that the fierce competition in the Chinese market, the historically low replacement rate in the United States, and the difficult performance of the iPhone in the first quarter of 2023 caused by the supply shift of the iPhone 14 Pro last year have all had an impact on its performance. However, there are also some positive factors. The improvement of the product portfolio, the superior performance of the 15 Pro compared to the previous generation model, and the continuous expansion of its footprint in emerging markets have helped Apple curb some downward trends.